Member Info for bonker99

"Being able to produce oil from a field where oil flows in other wells at 5,000 bopd is, we think, a good thing."

Proper had me belly laughing :)

$70

Brent @ $69.8 BTW ...

Fresh £20k ISAs from next monday 8th - continue to boot-fill at 10s then drop a news bomb and open her gapped-up at c13p

It's a plan at least :)

Nice "spread" pmsl

Morning.

Well I had a big grin on my face after listening to DS speak yesterday :)

Trust me when I tell you that the focus of smart/big money right now is in *not losing* it over the next 6-24 months - that's why you're seeing yield curve inversions.

DS understands how smart/big money works - that much is clear - showing any amount of blue whatsoever in your PF over the coming year will be as good as it gets for most people imo.

Just had my first look - that's the standard "modern" look, low contrast or "flat" as they call it. I can't stand it and rail against it at work all the time but I'm a back-end guy, not a front-end guy :) I can't focus/orientate my older eyes on that style personally but it is what it is :)

Morning.

My own thinking last night turned to the rusty knitting needle they were using to barely tap the top of the Djeno horizon :)

If they're able to get unstimulated/natural flow to the surface from that then you do have to wonder what the CoS of the full Autumn Djeno drill with a proper 1.5/2k bhp drill will be.

There's no such thing as a nailed-on CoS of course but the needle must have moved quite some distance towards that yesterday imo - probably explains the sustained buying yesterday as people will already be pencilling in >5kbpd production and at mid 10s/£25m mcap that's obviously a nonsense valuation.

I imagine there's going to be more than a few £20k ISA lumps hitting this from 6th April - I don't doubt that the SP games will continue while they can still hold it back but if the good news just keeps on coming (and this is quite some run they're on ...) then the SP will take care of itself no probs.

Yup.

Have a great w/e everyone :)

90p ;)

:D

ISA load-up.

Keep dropping the fabbo news and this has 60s-80s written all over it and we all know it ...

@ 4x cost @ $68 Brent .........

Let em troll lol

That early Djeno flow news has genuinely taken me by surprise - bring on 20s+

It really is amazing news - what a bonus to have Djeno flow at this stage! :)

And like every burgeoning commods super-cycle you've gotta keep an eye on M&A activity .......

https://www.proactiveinvestors.co.uk/companies/news/217360/what-does-wesfarmers-a15bn-bid-for-lynas-mean-for-the-rest-of-the-rare-earths-miners-217360.html

You'll have to work out the current cash position - can't be far away from here :)

With respect the MMs have everything to do with the colours of the trades as they position themselves on the (faux) order book to make buys look like sells etc, all with the AIM of making something look weak at around the current cash position with nothing priced in to the upside.

Forget the trades, look at the value proposition - in the current market climate there's little better on offer than commods plays trading at/near cash with nothing priced into the asset itself and a very well signalled commods super-cycle in the offing.

Anything around 8p looks fab here - note the cancelled big "sell" from yesterday - the usual AIM mafia crew want you out so make hay/keep dry powder ...